@craigiskowitz@MyVestCo@FAmagazine I would argue this article was correct, UMA was the next big thing. It feels like most of the investment products today are delivered using a UMA technology. Tough to compare to adoption of DI though as I don’t consider UMA a product..just a product delivery technology.
What’s next for @Orion_OAS @Orion__OPS @orionadvisor and @BrinkerCapital? You won’t have to wait long to see how our combined strengths help advisors drive growth through client satisfaction https://t.co/UNXmLeKkH7
Have questions about our merger with @BrinkerCapital? Listen in as Orion’s CEO Eric Clarke and Brinker Capital’s CEO Noreen Beaman discuss the merger more in depth during our webinar on July 15 at 1 PM CT.
Register here: https://t.co/l3RkoftpzA
Talk Your Book: How to Make Better Financial Decisions with @danielcrosby
The knowing vs doing gap
Does financial education work?
The 3 Es of financial decision-making
Behavioral finance experts vs comedians
Behavior during the crisis & more
https://t.co/K9lLCSmRJN
Animal Spirits: How to Make Better Financial Decisions With Daniel Crosby
https://t.co/Vik0egQDJl
On today's show we talk about:
-Why we're not wired to manage money
-The shortcomings of behavioral finance
-How to overcome them, and much more
On a day full of tough employment news, here's some good news. @BrinkerCapital is hiring for the following:
- Quant investment analyst, direct indexing
- Senior PM, direct indexing
Come work with me and let's build some cool stuff.
https://t.co/Q0R87e3SSZ
In times of market volatility, you need to fulfill the role of advisor and of coach. @danielcrosby shares a 4-step system for talking clients through uncertainty and anxiety. https://t.co/1W2I6mqqob
Tomorrow, join @SterlingShea1 and Dr. Daniel Crosby, Chief Behavioral Officer at @BrinkerCapital, as they discuss how advisors can better engage with clients during uncertainty via an exclusive live-call. Friday, 4/3 at 1pm ET
Register for the call here: https://t.co/cID6PtHmI6